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Rate cut sparks hopes of infrastructure trust recovery

Sentiment towards the sector should improve, but capital allocation policies will remain crucial
Rate cut sparks hopes of infrastructure trust recoveryPublished on August 13, 2024
  • The first Bank of England rate cut in four years was a good sign for infrastructure trusts
  • Focus remains on paying down debt, with new investments and share issues out of the picture

Infrastructure trusts could fare better in a falling rate environment where they face less competition from fixed income, analysts have argued. 

The base rate cut from the Bank of England last week could improve the outlook for these trusts, which have languished at significant discounts to net asset value (NAV) over the past two years as a result of higher borrowing costs. The average discount for the Association of Investment Companies’ infrastructure and renewable energy infrastructure sectors stood at 17.8 per cent and 23.1 per cent, respectively, as of 5 August.

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